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Pennsylvania Banner Users Group 2008 Fall Conference

Join Jonathan Kirby and Margaret F. Hynosky from the University of Scranton as they present critical insights into improving financial aid operations through imaging techniques. The session covers practical strategies, including equipment selection, budget considerations, implementation planning, and security measures. Discover how visits to peer institutions provided valuable lessons and how to establish effective training and procedures. Enhance your understanding of document imaging in financial aid and ask questions to streamline your own processes.

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Pennsylvania Banner Users Group 2008 Fall Conference

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  1. Pennsylvania Banner Users Group 2008 Fall Conference Imaging in Financial Aid

  2. PRESENTED BY Jonathan Kirby, Asst. Dir. F/A University of Scranton Margaret F. Hynosky, Assoc. Dir. F/A University of Scranton

  3. General Announcements: • Please turn off all cell phones/pagers • If you must leave the session early, please do so as discreetly as possible • Please avoid side conversations during the session • Questions will be answered ….. Thank you for your cooperation

  4. Imaging at The University of Scranton • Visits to Other Schools • Equipment Decisions and Budgets • Implementation Plan • Security • AppXtender and Banner SetUp • Testing and Procedures • Implement in Production • Training • Scanning • Indexing

  5. Visits to Other Schools • Messiah • Harrisburg Area Community College Other School visit us • Seton Hall University • Bucknell University

  6. Equipment Decisions and Budgets Two Options: • Stand-Alone Scanner - HP, Fujitsu, Canon, Xerox • MFP (Multi-Functional Product) - Ricoh/Lanier MFPs – An MFP is a device that performs a variety of functions that would otherwise be carried out by separate peripheral devices. As a rule, a multi-function product includes at least two of the following: printer, scanner, copier, fax machine. • Who Pays for it?

  7. Implementation Plan • Initial request to Planning and Institutional Research (PIR) division • After meetings and emails, came up with Implementation Plan • PIR came up with a Project Plan with timeline

  8. Security • Security Request Form • Decided on Security Levels and what privileges to grant • User ID’s and Work Studies (if using) Linking Banner ID’s to AppXtender ID’s Server Issues

  9. AppXtender and Banner SetUp • Set Up Document Types ID’s • ERALINK EXABCXT

  10. Testing and Procedures • Developing Procedures based on TRIAL AND ERROR • Trial and Error isn’t that bad…in TEST *Ask other school for their procedures… not us (yeah we will give you ours, no just kidding)

  11. Implement in Production • Training This is where your written procedures really come in handy Can you train in test? Who has access to test? • Scanning • Indexing

  12. Open to the Floor • Questions • Comments

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